|
351
|
SWMG LLC
Fort Worth,
Texas
|
$2.97M
|
+$59.7K
|
+509
|
+2%
|
|
|
352
|
Zhang Financial
Portage,
Michigan
|
$2.95M
|
+$117
|
+1
|
+0%
|
|
|
353
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.9M
|
–
|
–
|
–
|
|
|
354
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.88M
|
+$84.8K
|
+723
|
+3%
|
|
|
355
|
Ritholtz Wealth Management
New York
|
$2.87M
|
-$8.09K
|
-69
|
-0.3%
|
|
|
356
|
Prosperity Planning
Kansas City,
Missouri
|
$2.87M
|
+$77.7K
|
+663
|
+3%
|
|
|
357
|
Cerity Partners OCIO
New York
|
$2.86M
|
-$16.8K
|
-143
|
-0.6%
|
|
|
358
|
Prospera Financial Services
Dallas,
Texas
|
$2.85M
|
+$401K
|
+3,423
|
+16%
|
|
|
359
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.85M
|
+$1.93M
|
+16,477
|
+206%
|
|
|
360
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$2.84M
|
–
|
–
|
–
|
|
|
361
|
Mirsky Financial Management
Rochester,
New York
|
$2.84M
|
+$59.6K
|
+508
|
+2%
|
|
|
362
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.8M
|
+$449K
|
+3,832
|
+19%
|
|
|
363
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.8M
|
+$1.26M
|
+10,714
|
+80%
|
|
|
364
|
Mutual Advisors
Omaha,
Nebraska
|
$2.8M
|
+$628K
|
+5,355
|
+29%
|
|
|
365
|
High Falls Advisors
Rochester,
New York
|
$2.79M
|
-$487K
|
-4,151
|
-15%
|
|
|
366
|
Global Retirement Partners
San Rafael,
California
|
$2.79M
|
+$58.3K
|
+497
|
+2%
|
|
|
367
|
ProVise Management Group
Clearwater,
Florida
|
$2.77M
|
+$764K
|
+6,517
|
+38%
|
|
|
368
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.77M
|
-$878K
|
-7,493
|
-24%
|
|
|
369
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.72M
|
+$25.2K
|
+215
|
+0.9%
|
|
|
370
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$2.71M
|
+$11.6K
|
+99
|
+0.4%
|
|
|
371
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.69M
|
-$73.2K
|
-624
|
-3%
|
|
|
372
|
Eagle Global Advisors
Houston,
Texas
|
$2.66M
|
+$112K
|
+955
|
+4%
|
|
|
373
|
Occidental Asset Management
Burlingame,
California
|
$2.63M
|
+$245K
|
+2,090
|
+10%
|
|
|
374
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.62M
|
+$343K
|
+2,930
|
+15%
|
|
|
375
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.6M
|
-$257K
|
-2,192
|
-9%
|
|
